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Glimpse on How Real Estate Syndication Works

What you will learn

To gain knowledge about achieving real passive investing in real estate

How to be the best LP (Limited Partner) passive investor

Learn about real estate syndication deals and lingo

Build a nest egg and income stream for retirement

Establish legacy wealth for your family

Other way to save for your children’s education, save for a down payment for a home, pay for a wedding, have a special vacation or be able to leave a day job

Description

Avidly looking for investment but haven’t heard of Real Estate Syndication yet?

This Intro to Syndication e-Course is designed by Lane Kawaoka to educate you in starting as an LP (Limited Partner) passive investor in the quickest amount of time.

 

More advanced (nitpicky) topics are included in the in the Complete Syndication e-Course.

Advanced topics may not apply to you or the deal you are looking at but you must be aware and start to speak the lingo.

 

There are 3 major methods to get to your goal and I suggest you make headway in all three at the same time or which route resonates with you the best:

1) Check out past deal webinars and get used to seeing LIVE deals. Note: This is how I got myself through college by looking at the answer key and backwards engineering the solution/method.


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2) The traditional method: Go through this e-Course sequentially.

3) If you are an Accredited Investor, technically you don’t need to know anything to invest.

I have seen a lot of unsophisticated Accredited Investors invest this way however they do have the network of other sophisticated investors around them.

When you complete this course, you are going to build a good high net worth peer group to get sustainable deal flow and to collaborate on due-diligence.

Remember: Many people never get off the beaten path to learn this material, but they are also the ones that never get to real financial freedom.

Keep on yearning and learning.

English
language

Content

Introduction

Introduction
What is a Private Placement?
What is an Accredited Investor?
What is a Syndication?
Goal Investing
Single Family Homes vs. Syndications
Pros of Investing in Syndications
Types of Syndication/ Private Placements
How are Syndications Structured?
Is There a Liability in Syndications?
Investing in a Project: Debt vs. Equity
Being a Passive LP Investor in Syndications

Understanding the Deal

Syndication Methods
Evaluating a Market
Understanding Asset Classes
Yield versus Value-Add Play
Typical Class-C Stabilized Value-Add Business Plan
TIMELINE: Business Plan For a Property
Physical vs. Economical Occupancy in Apartment Investing
What Happens if There’s a Natural Disaster?

Passive Investor Due-Diligence Part 1: People

Why People First?
Get To Know The Sponsor
Red Flags in Syndication
How to Check a Company
PROCESS: Operational and Investment
Questions to Ask the Sponsor
Things to Watch Out For

Passive Investor Due-Diligence Part 2: Numbers

What is the Internal Rate of Return (IRR)?
What Is a Good IRR?
How Does A Syndicator Make Money?
What Type of Fees Paid to Syndicators?
How Are Investors Paid in Syndications?
Distributing Cash to Investors (Waterfalls Structure)
Waterfalls Structure

Frequently Asked Questions

What Syndication or Private Placements Exist?
Why Invest in Syndications Instead of REITs?
Are Returns Guarantee a Preferred Return?
Can You Pull Out Your Investment?
Capital Stack Explained
Is There a Common Holding Time for Syndications?
506(b), Accredited Investor & SEC In Depth
Will SEC Relax Rules on Accredited Investor Status?
Difference Between GP and KP
Involvement of LP to Syndications
Time Frame of a Deal: From Operator to LP
How Do You Communicate Exit Strategy of a Deal?
Clawback & Liquidation Explained
How to Determine Operating Budget and Capex Budget?
Transfer on Death and Generational Wealth Set Up Revealed